Tag: Best Practices - page 2

Accessing Patient Medical Records

  Downloading and Saving Patient Documentation Each time a PT at your clinic completes documentation, the individual exam is stored and saved on the “Completed Documentation” tab. These exams are then searchable by Date of Service (DOS). From the Completed Documentation screen, your clinic can: View completed exams Fax completed exams and Create exam Addendums..

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Expiring Policies, Authorizations, and Prescriptions

  There are many subtle nuances to clinic management. One of these is ensuring that you are always up-to-date with Patient Insurance Policies, Authorizations, and Prescriptions. Treating a patient whose Policy/Authorization/Prescription has already expired costs your clinic money. If you’re not finding out about an expiration until billing gets rejected, you’ve lost valuable time and..

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Scheduling an Appointment

Scheduling an Appointment Scheduling an appointment in MedSoft can be done either directly from the Appointment Calendar, or from the Free Time calendar.   To schedule on the Appointment Calendar, click on the “Appointments” button, then “Calendar” in the Navigation Menu:   Select the appropriate date/time slot in the appropriate column to schedule by therapist,..

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Multi-Location Clinics

Tips and Tools for Multi-Location Clinic Users Last updated 12/22/17   Multi-Location Clinic Users can identify their locations through the Location Drop-Down box above the Menu Navigation bar:   You can use this drop-down to alternate between locations for all your MedSoft interactions.   Be aware of what information is shared! MedSoft shares some, but..

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Tips for the new Insight Analytics page

  The new Insight Analytics page gives your clinic a more streamlined approach to the data you need on a daily basis. Here, we’ve compiled a few tips and tricks to help you get the most out of the new format.   1. Adding and Saving widgets When you navigate to the Insight Analytics page..

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Quick Tips: Policy “N/A” box for Visits

Reminder: N/A Option Available for Visit Count On September 4, a MedSoft update was released that allowed users to select “N/A” as an option for the Policy Visit Count. This option is available: when Adding A Policy at initial Registration when Editing A Policy in the Patient Center   When Should the “N/A” box be checked?..

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2018 Annual Policy Reset

It’s that time of year again – we are approaching the Annual Policy Reset!   What is the Annual Policy Reset? We at CAVU realize that most patients’ policies will reset as we begin the new calendar year. In an effort to decrease the workload for your clinic in updating policies, MedSoft will automatically reset..

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Referrals By Type Report

  If you are interested in tracking where your patients are coming from, the Referrals By Type report is an excellent place to begin. This report, available to Front Office and Admin users, shows the Referral Types and Notes for all patients added within a particular timeframe.   To access the report, navigate to Admin..

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